He might look very silly in a year or two, then again he might be a genius who knows.
Im sure automobiles werent going to be bought by everyone. A very hard thing to predict indeed though I concede there is going to be somewhat of a battle - by businesses needing solar roofs to become green and save on expensive electricity bills
What if 1% of large roofs decide to have solar in the next three years. How much is that?
Isn't the Citi representative overlooking the niche ENER has carved out for itself in large commercial roofs that require low weight solar applications as well as the ongoing drive to lower costs of production and the seemingly relentless increase in oil prices which another analyst predicted yesterday could reach $200/ bbl. by the end of this year?
<< Isn't the Citi representative overlooking the niche ENER has carved out for itself in large commercial roofs that require low weight solar applications >>
It seems that relatively few analysts recognize that BIPV is a different market that requires different products. I think Morelli in every CC has tried to highlight the BIPV market and products ENER is focused on.
Eventually the message will sink in... but it is surprising to me that cost/watt gets so much attention and other important product characteristics are basically ignored. Cost is important... but it's not all important.